April 9th
Grand Hôtel, Stockholm

Program

The big picture

09:20

Panel discussionInvestment Climate
How will the investment climate evolve the forthcoming year and beyond and how will this
influence the investment strategies?Ingrid Albinsson, Head of Investments, AP7Peder Hasslev, vd, SaminvestStaffan Hansén, CEO, SPP

09:45

The low expected returns challenge - and factor investing as one answer

Evidence from new research ‘Century of Style Premia’ and ‘Who Is On the Other Side?’, as

well as from already-published ‘Exploring Macroeconomic Sensitivities...’ and ‘Contrarian

Development of size and importance for Alternative Assets
Where will we be in five years? Is all positive? How will the market changeRoger Johanson, Partner & CEO, Carneo Alternative Solutions

12:25

Lunch and networking mingle

13:30

Best practice case Threats and opportunities in infrastructurePricing, availability and risks. Will the trend of co-investments continue? Key findings and the way forward.Hans Forssman, Senior Investment Manager Infrastructure, Skandia

13:55

Panel discussion

The role of alternative investments in the portfolio?

How does this affect the investment strategies the forthcoming year and beyond?

A deep dive into emerging markets and ESG
A comparison of different regions within the EM space looking at similarities/differences, what’s the outlook for these markets, what can you achieve by investing in resp. market? ESG and emerging markets – the nuanced picture of what ESG can mean when investing in emerging markets. The differences compared to developed markets. How can the SDGs be incorporated in your investing? What are the opportunities? As well as the risks?Fiona Manning, Investment Director on the Global Emerging Markets Equity team at Aberdeen Standard Investments

14:45

Afternoon coffee and networking mingle

Risk & Return 2019 and beyond

15:15

Achieving Investment Excellence – how to successfully integrate long term investment

Admission

Target group

Partners & exhibitors

Knowledge Partners

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3 reasons to attend the conference

1. You need to keep up with the latest trends and new findings
2. You want to learn from the practitioners and experts in the forefront - an unparalleled list of speakers
3. You want to expand your professional network - all the institutional investors at the same place at the same time